Wealth Manager

A wealth manager who can ask you intelligent risk assessment questions, suggest portfolio changes based on your goals, and help you track portfolio performance.

Goal: Reduce support costs while improving customer satisfaction.

Functionality:  Goal Assessment, Portfolio Optimization, Portfolio Performance Tracking.

Integration with:  Portfolio Management System, Risk Questionnaire Database, Market Performance Data.

Interactions:  Free-form text conversations with NLP, Inline Questionnaires, Prepopulated Forms, Checklists, Image-based interactions.